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Merit Investment Management’s Southern Company SO Stock Holding History

Merit Investment Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-97,742
Closed -$4.01M – 51
2013
Q3 		$4.01M Buy
97,742
+77,024
+372% +$3.32M 4.83% 6
2013
Q2 		$914K Buy
+20,718
New +$953K 0.83% 30

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Merit Investment Management's SO Position: Q4 2013 in Review

Merit Investment Management sold out of Southern Company (SO) in Q4 2013, closing a stake of 97,742 shares — an estimated $4.01M sold.

Merit Investment Management first reported a position in SO in Q2 2013 and held it in 2 quarters. The position peaked at $4.01M in Q3 2013. 888 funds tracked by Wall St. Rank hold SO as of Q4 2013.

  • Merit Investment Management reported no remaining Southern Company position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 97,742 Southern Company shares in Q4 2013, an estimated $4.01M.
  • Merit Investment Management first reported a position in Southern Company in Q2 2013 and held it in 2 quarters.
  • Merit Investment Management's Southern Company position peaked at $4.01M in Q3 2013.
  • 888 funds tracked by Wall St. Rank held Southern Company as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.